Senior Community Banker
Job Location:
Lake Charles, LA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Summary
Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.
Essential Duties and Responsibilities
- Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
- Cross-sells retail and trust services such as credit cards personal trusts and investment financial and estate planning services.
- Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning investments insurance credit market trends) based on customer profile and financial plan and matching customer needs with appropriate products and services.
- Monitors customer information/products financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
- Builds and maintains a portfolio mix of targeted high value and high potential clients.
- Performs all other duties as assigned
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Additionally the qualifications listed below are representative of the knowledge skills and/or abilities required in this position:
- Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience
About Us
First Horizon Corporation is a leading regional financial services company dedicated to helping our clients communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis TN the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial private banking consumer small business wealth and trust management retail brokerage capital markets fixed income and mortgage banking services. First Horizon has been recognized as one of the nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .
Benefit Highlights
Medical with wellness incentives dental and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
More -- Us
Required Experience:
Senior IC
About Company
First Horizon offers a variety of financial services nationwide. See how we serve our customers through personal, small business, commercial banking, and more.
